Institutional Ownership First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL). We have compiled data on the 475 institutions that hold shares in the stock, with a total of 78.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
194,754
shares
|
$8.32 Million
0.02% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
185,898
shares
|
$7.94 Million
0.09% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
184,086
shares
|
$7.87 Million
3.93% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
180,856
shares
|
$7.73 Million
3.48% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
179,330
shares
|
$7.66 Million
0.05% of portfolio
|
Q1 2025
Added 25.68%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
177,411
shares
|
$7.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
174,183
shares
|
$7.44 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
173,175
shares
|
$7.4 Million
0.04% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
169,985
shares
|
$7.26 Million
0.07% of portfolio
|
Q1 2025
Added 331.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
169,234
shares
|
$7.23 Million
3.92% of portfolio
|
Q2 2024
Reduced 56.95%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
164,903
shares
|
$7.05 Million
1.39% of portfolio
|
Q1 2025
Added 19.98%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
161,962
shares
|
$6.92 Million
2.45% of portfolio
|
Q1 2025
Added 1981.77%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
157,816
shares
|
$6.74 Million
0.71% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
151,621
shares
|
$6.48 Million
1.2% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
148,794
shares
|
$6.36 Million
1.7% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
148,069
shares
|
$6.33 Million
0.44% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
147,694
shares
|
$6.31 Million
2.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
146,593
shares
|
$6.26 Million
0.01% of portfolio
|
Q2 2025
Added 17.49%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
141,802
shares
|
$6.06 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
140,147
shares
|
$5.99 Million
0.02% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
128,113
shares
|
$5.47 Million
1.74% of portfolio
|
Q1 2025
Reduced 14.54%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
121,570
shares
|
$5.19 Million
1.03% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
120,160
shares
|
$5.13 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
120,118
shares
|
$5.13 Million
4.64% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
119,866
shares
|
$5.12 Million
0.02% of portfolio
|
Q1 2025
Added 2.08%
|